ETN vs VRT: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
ETN has more upside to fair value
(-9.5%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ETN |
VRT |
| Current Price |
$447.28 |
$333.05 |
| Fair Value Estimate |
$405.00 |
$183.18 |
| Upside to Fair Value |
-9.5%
|
-45.0%
|
| Market Cap |
$173.7B |
$127.9B |
| Forward P/E |
33.2x
|
81.8x
|
| EV / EBITDA |
30.0x
|
55.4x
|
| Price / Sales |
5.8x
|
11.8x
|
| Price / FCF |
38.6x
|
55.4x
|
| Revenue Growth YoY |
+21.0%
|
+30.1%
|
| Gross Margin |
35.9%
|
36.2%
|
| Operating Margin |
17.7%
|
18.5%
|
| Return on Equity |
18.9%
|
42.1%
|
| Dividend Yield |
0.98% |
0% |
| FCF Yield |
2.59%
|
1.81%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
ETN |
VRT |
| Zone Low |
$305.00 |
$137.38 |
| Zone High |
$345.00 |
$155.70 |
| In Buy Zone? |
No
|
No
|